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About Us

With extensive experience in the areas of business, finance, estate, charitable, and life insurance planning, our Principals are uniquely suited to address the special issues that accompany the accumulation of wealth. We are one of the nation’s premier financial services design and distribution companies, serving the ultra-affluent and corporate markets through an exclusive network of more than 130 of the nation’s most successful and innovative financial services firms. We have access to proprietary resources to design estate planning packages that carry the utmost in value for our clients, and those of our partners.